The team at Ratehub Inc. has an opportunity for a Co-op student within our Finance/Ops team. We can accommodate a placement term of 8-16 months, with a fall or winter start date.
This is a great opportunity for a highly detail oriented person with strong excel skills who is interested in pursuing a career in finance. Here you will have an opportunity to get involved in some of the day to day finance tasks and also get exposure software such as Quickbooks.
Experience/knowledge of CRM (Customer relationship management) software
Proficient in MS Excel (v-lookup, index and match functions, pivot tables, etc) knowledge in macros and VBA would be preferred
Understands data and has ability to interpret and analyze processes
Attention to detail, values accuracy, high organizational skills
Comfortable in using team collaboration tools such as Google Drive and Dropbox
Excellent verbal and written communication skill
Project Manager: You take ownership of anything that is assigned to you
Analytical: You can breakdown complex information
Resourceful: You may not have all the answers, but you know how to get them
Proactive: You are never idle and love being busy
Positive attitude: We have a great culture and want to preserve it
Maintain a system to track, reconcile and report data for mortgage transaction revenue, cost and commission.
Ensure accuracy of revenue in the CRM for each transaction.
Identify revenue discrepancies and escalate for investigation.
Ensure accuracy of cost in the CRM for each transaction.
Verify transaction expense requests from the sales team, submit for approval.
Assist with general transactional accounting processes and month end.
To apply for this job please visit ratehubinc.applytojob.com.